On September 7, CITIC Construction Investment issued a research report, revealing that AI chip inductors are poised for three key upgrade paths. As the demand for computing power and energy efficiency intensifies, the utilization of inductors has surged, yet they grapple with constraints such as limited PCB real estate and diminishing power supply efficiency. To overcome these hurdles, AI chip inductors are set to evolve in three distinct ways: firstly, a shift from single-phase to multi-phase inductors; secondly, a transition from horizontal to VPD (Vertical Power Delivery) vertical power supply configurations; and thirdly, an upgrade from NON-TLVR to TLVR inductors. Spurred by volume growth, price dynamics, and structural shifts, the AI chip inductor market is experiencing rapid expansion, with the market size anticipated to multiply tenfold between 2025 and 2028. Looking ahead, escalating computing power requirements will fuel demand for chip inductors, while higher chip power consumption will boost inductor usage per chip. Moreover, enhanced performance demands will drive inductor type upgrades, thereby elevating their value proposition. The market size is projected to soar from RMB 2.4 billion in 2025 to exceed RMB 30 billion by 2028.